美国市场
- 标普500指数期货 下跌1.25点
- 美国10年期国债 1.75%
- 美元指数 98.32
- 波动率指数VIX 11.90
- 原油期货 58.11美元
国际市场
- 日经指数 上涨0.35%
- 香港恒生指数 下跌0/29%
- 上证综指 上涨0.03%
- 韩国KOSPI指数 下跌0.10%
- 德国DAX指数 下跌0.19%
- 英国富时指数FTSE 上涨0.13%
宏观
美国股市在11月25日创下新高后今日开盘略微走低。海外市场表现涨跌互现，而有评论指出，中美两国正在敲定贸易协议第一阶段的相关细则。我认为，只要不提高现有关税或者产生新的关税，市场就不会在意何时以及是否签署贸易协定。
我们可以这样去理解关税，关税是一种税收，并且仅产生一次性的影响。我们可以从2020年财报收益看出，关税的影响正在逐渐减弱。这也许是为什么贸易新闻对市场的影响并不大的原因。
标普500指数ETF（SPY）
从11月初以来，标普500指数一直处于稳步上升中，而且目前看来几乎没有迹象表明这种上升趋势会有所改变。在这种趋势下，标普500指数很有可能突破3150关键点。
股票
SQUARE (SQ)
移动支付公司Square的股票今晨*略微上涨，如果IT可以突破70美元水平线的话，Square很有可能会填补83美元的缺口。
（*原文发布于美东时间2019年11月26日）
迪士尼（DIS）
有报道称，迪士尼于本月推出的流媒体服务每天新增用户数为一百万。其股票也显出上升趋势或者进入三角区，如果该公司的股票可以突破150.50美元的话，那么它很可能会涨至157美元。
美光科技（MU）
对美光科技而言，今天可能是关键的一天，因为该股票在今天涨跌互现。这会告诉我们该股票未来的走势。
网飞（NFLX）
网飞正在接近320美元的阻力线，目前回撤至惯性盈余的高点。320美元是一个值得关注的关键水平线。
吉利徳（GILD）
生物制药公司吉利徳似乎正试图摆脱自2017年9月以来陷入的下降趋势。这对该股票而言是一个巨大的考验。突破68美元意味着可能会上涨超过72美元。相对强弱指标由消极转向积极，我认为这只股票可能只会走高。我会持续关注这只股票的走向。
阿卡迪亚（ACAD）
生物制药公司阿卡迪亚的股票开盘平稳，但是我估计这种平稳态势不会保持很久。他们对精神分裂的研究表现是积极的，再进一步深入了解他们的研究结果后，34毫克剂量从统计学角度来看效果显著。该股票今日目标指向70美元，一些分析师也对该股票给出积极的评论。期待从52美元开始飙升。
—
原文发布于 2019年11月26日 – Stocks Are Mixed Overseas, But Will Try To Push Higher in The US
STOCKS: ACAD, DIS, NFLX, MU, GILD, SQ
MACRO: SPY
MICHAEL KRAMER AND THE CLIENTS OF MOTT CAPITAL OWN ACAD, DIS, NFLX
Mott Capital Management is the portfolio manager for one portfolio offered by Interactive Advisors. Interactive Advisors is part of the Interactive Brokers Group, and all brokerage transactions in Interactive Advisors client accounts are made through Interactive Brokers LLC, an Interactive Advisors affiliate, which is a conflict of interest because Interactive Brokers makes commissions on its advisory affiliate’s trading. Interactive Advisors clients do not invest directly with the Portfolio Managers like Mott Capital Management, and the Managers do not have discretionary trading authority over Interactive Advisors client accounts. The Portfolio Managers on the Interactive Advisors platform simply license their trade data to Interactive Advisors, which then allows its clients to have the same strategy and trading decisions mirrored in their accounts if the Portfolio is in line with their risk score. Portfolio Managers like Mott Capital Management implement their trading philosophy and strategy without knowing the identity of Interactive Advisors’ clients or taking into account these clients’ individualized circumstances.
Disclosure: Interactive Advisors
This material is not intended as investment advice. Interactive Advisors or portfolio managers on its marketplace may hold long or short positions in the companies mentioned through stocks, options or other securities.
Pursuant to the Investment Management Agreement between Interactive Advisors and its clients, all brokerage transactions occur through Interactive Brokers LLC, an affiliate of Interactive Advisors. Interactive Advisors does not offer services through any other broker-dealer. The use of an affiliate for brokerage services represents a conflict of interest. Interactive Advisors clients acknowledge this conflict of interest and authorize Interactive Advisors to execute transactions through Interactive Brokers LLC when they open an Interactive Advisors account. Clients should consider the commissions and other expenses, execution, clearance, and settlement capabilities of Interactive Brokers LLC as a factor in their decision to invest in an Interactive Advisors Portfolio. Interactive Advisors believes it can meet its best execution obligation by trading its clients’ trades through Interactive Brokers LLC. While there can be no assurance that it will in fact achieve best execution, Interactive Advisors does periodically monitor the execution quality of transactions to ensure that clients receive the best overall trade execution pursuant to regulatory requirements.
Disclosure: Interactive Brokers
Information posted on IBKR Traders’ Insight that is provided by third-parties and not by Interactive Brokers does NOT constitute a recommendation by Interactive Brokers that you should contract for the services of that third party. Third-party participants who contribute to IBKR Traders’ Insight are independent of Interactive Brokers and Interactive Brokers does not make any representations or warranties concerning the services offered, their past or future performance, or the accuracy of the information provided by the third party. Past performance is no guarantee of future results.
This material is from Interactive Advisors, an affiliate of Interactive Brokers LLC, and is being posted with permission from Interactive Advisors. The views expressed in this material are solely those of the author and/or Interactive Advisors and IBKR is not endorsing or recommending any investment or trading discussed in the material. This material is not and should not be construed as an offer to sell or the solicitation of an offer to buy any security. To the extent that this material discusses general market activity, industry or sector trends or other broad based economic or political conditions, it should not be construed as research or investment advice. To the extent that it includes references to specific securities, commodities, currencies, or other instruments, those references do not constitute a recommendation to buy, sell or hold such security. This material does not and is not intended to take into account the particular financial conditions, investment objectives or requirements of individual customers. Before acting on this material, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.
In accordance with EU regulation: The statements in this document shall not be considered as an objective or independent explanation of the matters. Please note that this document (a) has not been prepared in accordance with legal requirements designed to promote the independence of investment research, and (b) is not subject to any prohibition on dealing ahead of the dissemination or publication of investment research.
Any trading symbols displayed are for illustrative purposes only and are not intended to portray recommendations.
Disclosure: Chinese Translation
这篇文章已被翻译成中文。如英文版本和中文版本之间有任何不一致，以英文版本为准。该文章中的分析仅为提供信息，不是也不应该被视为推销或招揽购买任何证券。文章中讨论的一般市场活动、行业或领域趋势、或其它基于广泛的经济或政治条件的内容，不应被解释为研究结果或投资建议。讨论中提及包括的特定证券、商品、货币、或其它产品均不构成IB推荐购买，出售或持有此类投资的建议。本材料不是也不意图针对个别客户的特定财务条件、投资目标或要求。在根据本材料采取行动之前，您应该考虑是否适合您的具体情况，并在必要时寻求专业建议。
盈透交易员睿智中提供的内容（包括文章和评论）仅作为资讯用途。发布的内容并不代表盈透证券建议您或您的客户联系独立顾问或对冲基金以期获取其服务或投资其产品，也不代表建议您联系在盈透交易员睿智发布文章或向顾问、对冲基金投资的相关人士。在盈透交易员睿智中发布文章的顾问、对冲基金或其他分析师均独立于盈透证券，盈透证券不会对这些顾问、对冲基金或其他人士的过往或将来表现，或其提供的信息之准确性做出任何声明或担保。盈透证券不会进行“适宜性评估”来确保顾问、对冲基金或其他参与方的交易适合于您。
发布内容中提及的证券或其他金融产品并非适合所有投资者。发布的内容并未从您的投资目标、财务状况或需求出发，并不旨在向您推荐任何证券、金融产品或策略。过往业绩并不代表将来表现，如有需要，请咨询相关人士获取专业的建议。
盈透或其分支机构的雇员所发布的任何信息均基于公认的真实可信的信息。然而，盈透或其分支机构无法保证信息的完整性、准确性和适当性。盈透不对任何金融产品其过去或将来的表现作出任何声明或担保。交易员睿智中发布的文章并不代表盈透认为任何特定金融产品或交易策略适合您。
